Let me start with a quote:
“Competition is always a good thing. It forces us to do our best. A monopoly renders people complacent and satisfied with mediocrity.”– Nancy Pearcy
By the end of post, it will be quite evident that it was the competition that led to one of the classiest campaign “Intel Inside” for its processors. As I mentioned… Read More
Japanese stood to be the world leaders during 1980-1990 regime in semiconductor manufacturing[SUP] [2][/SUP]. During my research, I found that Japanese semiconductor firms are very strong leaders in process which gave them a competitive advantage over others. Situation is bit different today, as we have fabless firms taking… Read More
We are surprised that everyone is surprised at DRAM, DRAM oversupply/weak demand is systemic so Micron needs to focus on NAND/XPoint.We find it somewhat amusing that many “analysts” were caught off guard about the weakness in Microns results and poor guidance. Why would you think DRAM would be OK???…Have … Read More
Each year the Sunday before IEDM two short courses are offered. This year I attended Memory Technologies for Future Systems held on Sunday, December 6[SUP]th[/SUP]. I have been to several of these short courses over the years and they are a great way to keep up to date on the latest technology.… Read More
Article confirms market fears…
An article in the Korea Times cites sources that say Samsung will cut Semi Capex by 20% due to current oversupply and weak pricing. This is obviously a huge negative as Capex for 2016 will certainly be down significantly from 2015 given these cuts which follow on cuts by Intel and others. We can… Read More
Recently Intel and Micron announced a new three dimensional cross point (3D Xpoint) memory. The 3D Xpoint announcement has generated a lot of questions and interest in what this new memory is and where it may fit in the semiconductor market. … Read More
Kilopass has a new VP of engineering, Jen-Tai Hsu. I sat down with him last week to find out where he came from and where he and Kilopass are going.
He grew up in Taiwan and went to National Taiwan University where he studied electrical engineering. Then he came to the US and went to Case Western Reserve University to get a masters degree,… Read More
For any semiconductor technology node to be adopted in actual semiconductor designs, the very first step is to have a Process Design Kit (PDK) developed for that particular technology node and qualified through several design tools used in the design flow. The development of PDK has not been easy; it’s a tedious, time consuming,… Read More
In the second installment of this series we reviewed the cost drivers that have enabled the semiconductor industry to continue to cost reduce the cost per transistor year after year. In the next three installments we will discuss the product specific issues beginning with this installment discussing DRAM.… Read More
SEMI describes themselves as “the global industry association serving the manufacturing supply chain for the micro- and nano-electronics industries.” That is a pretty broad remit. One of the things that they do as a neutral party is produce the World Fab Forecast. This is actually a bottom-up database that tracks fabs as they … Read More
